We're here to help entrepreneurs and investors keep more of their hard-earned gains.

Innovation can change the world. We help the people behind the technology keep more of what they've earned so they -- and the next generation -- can keep building.

Talk to our team ➞


We make it easy to make the tax code work for you. We have built technology to make sure everyone has access to the tax- and financial-planning tools that you have heard and read about and used to be available only to people with a team of lawyers and accountants behind them.


I founded Valur while preparing for an IPO and living in San Francisco. Like most people in my position, I had heard the stories of billionaires avoiding taxes, and I had a simple ask: “What can I do to protect my hard-earned gains?” I was surprised that it wasn't easy to find a solution (never mind that the solution offered might not even be the best one). I was told that it would cost five figures up front and I'd have to have months of informational meetings with lawyers, and then there would be expensive ongoing payments to trust administrators. Somehow, technology had not made it any easier or cheaper to access these solutions.


We built Valur to make it seamless and simple to identify, set up, and take care of the optimized tax- and estate-planning structures typically used by the ultrawealthy like Mark Zuckerburg and Phil Knight -- structures that can earn you more than 70% additional returns.

Valur's founder and CEO, Mani Mahadevan

Mani Mahadevan | Founder & CEO

Fintech founder, Oakland, CA

Exit: $152,000,000
Tax Savings: $5,952,806 (federal), $11,209,520 (state)

Early-stage VC, Palo Alto, CA

Carry: $9,500,000
10-Year Tax Savings: $1,827,191

Bitcoin investor, New York, NY

5-Year Appreciation: $2,390,613
Tax Savings: $258,948

Valur has facilitated

$487 million in additional gains

$575 million promised to nonprofit organizations

with charitable trusts

CryptoStartup equityPublic stockAngel investmentsLP share

What we're doing

We're upending the traditional tax mitigation market

No commitment, low cost (and nothing up front!). With Valur we setup your trust agreement and accounts for no cost and once you move your assets into your trust, we charge a low flat fee and a fraction of a percent of assets under management.

Legacy service providers (read: lawyers and accountants) charge tens of thousands of dollars for sophisticated tax planning, and they demand the money up front. If the plan they draft doesn't end up working for you, you're out of luck.

A pile of cash and cryptocurrency representing savings from using Valur
A tech worker moving quickly and accurately toward a tax solution for their equity

Tech-enabled speed and accuracy. Our proprietary software gets you set up in a matter of hours or days unlike typical lawyers who often take 4-8 weeks from initial contact before you're able to move your assets into your trust.

We're with you for the long term. Other providers will draft a trust for you and might help you set up a trust account. We will do that and handle all the ongoing trust administration from regulations governing trust investments, trust specific accounting rules and tax filings.

A startup employee demonstrating the security of Valur's platform

Learn whether tax planning is right for you.

Premium value at a fraction of the cost.See how our fees stack up ➞

Our investors

Box Group venture capital firm logo
Chapter One venture capital firm logo
Adapt Ventures venture capital firm logo
Canaan venture capital firm logo

What Our Clients Say

I knew I should be thinking about tax planning as my company grew, and it was stressing me out. Valur made it quick and simple.

Founder / Angel Investor
New York, NY






Get started with Valur and see how tax planning can work for you.

Talk to our team ➞
Keep more of your
hard-earned gains
Talk to our team